Family and inheritance
When might a financial adviser help after bereavement?
When financial advice can help after bereavement, including inherited assets, pensions, investments and avoiding rushed decisions.
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Family and inheritance
Can a financial adviser help plan for school fees?
How financial planning can help families think about private school fees, cashflow, investments and trade-offs with retirement goals.
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Choosing advice
Financial adviser vs accountant: who do you need?
The difference between a financial adviser and accountant, where their work overlaps and when business owners may need both.
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Family and inheritance
Financial adviser vs solicitor for inheritance: who does what?
The roles of financial advisers and solicitors after an inheritance, including probate, legal ownership, investments and long-term planning.
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Choosing advice
What is a financial adviser fact-find?
What a financial adviser fact-find is, why advisers ask detailed questions and what information is normally relevant.
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What is a financial adviser suitability report?
What a suitability report is intended to explain and what to check before acting on a financial adviser's recommendation.
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Choosing advice
How long does financial advice take?
How long the financial advice process can take and what affects the timeline from first meeting to recommendation and implementation.
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Fees and value
Are financial adviser fees capped?
Understand fee disclosures, voluntary caps and how to compare a quote in pounds.
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Is a 0.5% financial adviser fee good?
See what a 0.5% financial adviser fee costs on £100,000, £250,000, £500,000 and £1 million, then test minimums, total costs and service value.
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Is a 0.75% financial adviser fee expensive?
See what 0.75% costs at common portfolio sizes and how to judge whether an ongoing adviser service is worth the fee.
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Is a 1.5% financial adviser fee too high?
What a 1.5% adviser fee means in pounds and the questions to ask if a quoted ongoing charge sits above common ranges.
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Saving and investing
Is a financial adviser worth it for £100k?
When financial advice may be worth paying for with around £100,000 of savings, investments or pension assets.
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